See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,602 | $30,400+1046.7% | $53,898+546.8% | $84,808+311.1% |
| Participation rate | 6.5% | 46.4%-40.0pp | 55.0%-48.5pp | 68.3%-61.9pp |
| Annual return | 148.96% | 500.19%-351.2pp | 528.60%-379.6pp | 40.90%+108.1pp |
| Employer contribution / active EE | $172 | $603-71.4% | $932-81.5% | $2,631-93.5% |
| Participant deferral / active EE | $1,981 | $1,199+65.3% | $1,826+8.5% | $4,212-53.0% |
| Admin fee / account holder | $3 | $1,993-99.8% | $2,491-99.9% | $7,344-100.0% |